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Portfolio (Quarterly) Guide ↗

CSU Producer Resources, Inc.

· CIK 0001534469
13F Portfolio $33M AUM 23 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WAL WESTERN ALLIANCE ORD Financial Services 4,490.0 $377K 1.13% NEW $84.07 -9.1%
22 T AT&T ORD Communication Services 7,200.0 $179K 0.54% NEW $24.84 -0.0%
23 TJX TJX ORD Consumer Cyclical 500.0 $77K 0.23% NEW $153.61 -0.8%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Industrials 12.9%
Energy 12.2%
Consumer Defensive 8.9%
Financial Services 7.0%
Basic Materials 5.7%
Consumer Cyclical 5.4%
Communication Services 4.5%
Real Estate 4.2%
Healthcare 3.3%